Brack Smith Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Harbin is a financial advisor with Edward Jones in Anderson, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a city council member in Anderson, making policy decisions for the city's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a variety of advisory strategies, including tax-efficient services and alternative investment options.

Lois Fayne Plaisted is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America/Merrill Lynch since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mc Clain is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 28 years of industry experience. He worked at Allstate Insurance Co. for 11 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Isaac Moorhouse is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Chick-fil-A from 2018 to 2019 and was a student from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Scott Robertson is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Thomas Deluccia is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent eight years at Engenius. Outside of his advisory role, he is the executor of a family member’s will. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Deborah Brown is a Series 66 credentialed financial advisor with Edward Jones in Anderson, South Carolina. She has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Bynum Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and 65 licenses. He has 26 years of experience in the industry, having worked previously at LPL Financial and Advantage Investment Management, and has operated his own firm, Bynum Financial Group, since 1999. He is involved in community and nonprofit activities, serving as Deputy Grand Knight of the Knights of Columbus Council 8182 and Chair of the Finance Council at St. Elizabeth Ann Seton. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across multiple custody platforms with both discretionary and non-discretionary options.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Christopher Hunt is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Zachery Price is a financial advisor with Edward Jones in Anderson, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has previous work experience at Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Maxwell Vischer is a financial advisor at Edward Jones in Clemson, SC, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Indiana Wesleyan University and The Walker Course at Clemson University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.